Ae Wealth Management LLC Ishares Morningstar Small Cap Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ae Wealth Management LLC holds 330 shares of ISCV stock, worth $21,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
330
Previous 330 -0.0%
Holding current value
$21,763
Previous $20,000 5.0%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$62.21 - $69.5 $20,529 - $22,935
330 New
330 $20,000

Others Institutions Holding ISCV

# of Institutions
132
Shares Held
4.47M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCV Quotes by TradingView
  • Ticker ISCV
  • Sector ETFs
  • Industry ETFs
More about ISCV
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